Financial Architects (New Jersey)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Financial Architects (New Jersey)’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,119	Closed	-$309K	–	324
2023 Q1	$309K	Sell	3,119 -1,061	-25%	-$104K	0.05%	254
2022 Q4	$400K	Sell	4,180 -7,505	-64%	-$721K	0.07%	234
2022 Q3	$1.12M	Buy	+11,685	New	+$1.19M	0.2%	121
2022 Q2	–	Sell	-34,240	Closed	-$3.68M	–	123
2022 Q1	$3.68M	Buy	34,240 +15,065	+79%	+$1.67M	0.53%	43
2021 Q4	$2.21M	Buy	19,175 +13,535	+240%	+$1.56M	0.3%	79
2021 Q3	$650K	Buy	+5,640	New	+$659K	0.09%	172
2020 Q4	–	Sell	-7,535	Closed	-$918K	–	309
2020 Q3	$918K	Sell	7,535 -920	-11%	-$112K	0.2%	104
2020 Q2	$1.03M	Buy	8,455 +3,115	+58%	+$379K	0.24%	89
2020 Q1	$649K	Buy	+5,340	New	+$615K	0.18%	111
2018 Q2	–	Sell	-19	Closed	-$2K	–	1406
2018 Q1	$2K	Hold	19	–	–	﹤0.01%	1324
2017 Q4	$2K	Buy	+19	New	+$2.02K	﹤0.01%	1406
2017 Q3	–	Sell	-46	Closed	-$5K	–	1528
2017 Q2	$5K	Hold	46	–	–	﹤0.01%	1280
2017 Q1	$5K	Hold	46	–	–	﹤0.01%	1283
2016 Q4	$5K	Sell	46 -251	-85%	-$27K	﹤0.01%	1150
2016 Q3	$33K	Sell	297 -74	-20%	-$8.29K	0.01%	696
2016 Q2	$42K	Sell	371 -57	-13%	-$6.3K	0.01%	581
2016 Q1	$47K	Buy	+428	New	+$46.7K	0.02%	415
2015 Q3	–	Sell	-39	Closed	-$4K	–	533
2015 Q2	$4K	Hold	39	–	–	﹤0.01%	1006
2015 Q1	$4K	Hold	39	–	–	﹤0.01%	909
2014 Q4	$4K	Sell	39 -55	-59%	-$5.8K	﹤0.01%	864
2014 Q3	$10K	Buy	94 +39	+71%	+$4.04K	﹤0.01%	603
2014 Q2	$6K	Buy	+55	New	+$5.65K	﹤0.01%	751

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Architects (New Jersey)'s IEF Position: Q2 2023 in Review

Financial Architects (New Jersey) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2023, closing a stake of 3,119 shares — an estimated $309K sold.

Financial Architects (New Jersey) first reported a position in IEF in Q2 2014 and held it in 22 quarters. The position peaked at $3.68M in Q1 2022. 801 funds tracked by Wall St. Rank hold IEF as of Q2 2023.

Financial Architects (New Jersey) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Financial Architects (New Jersey) sold 3,119 iShares 7-10 Year Treasury Bond ETF shares in Q2 2023, an estimated $309K.
Financial Architects (New Jersey) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2014 and held it in 22 quarters.
Financial Architects (New Jersey)'s iShares 7-10 Year Treasury Bond ETF position peaked at $3.68M in Q1 2022.
801 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.